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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Work flow for invoices...
Microsoft Dynamics 365 | Integration, Dataverse...
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Work flow for invoices issue from Sales order

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Posted on by Community member 6
 Dears,
 
I need to generate workflow for invoices issue from sales order .
  • Community member Profile Picture
    Community member 6 on at
    Work flow for invoices issue from Sales order
     thank you for your reply 
     
    but the best way use power automation or customization 
     
     
     
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,473 Most Valuable Professional on at
    Work flow for invoices issue from Sales order
    Hi,
     
    There is no standard workflow available in Sales Order and Invoice, you can customize it if required.
     
  • Community member Profile Picture
    Community member 6 on at
    Work flow for invoices issue from Sales order
     thank you for your reply
     
    But I want the sales coordinator to issue a proposal from the sales order and then go to the accountant to accept and post .
  • Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    Work flow for invoices issue from Sales order
    Hi,
     
    First, F&O already offers batch invoicing.
    If you need to create a flow, it is recommended that you use power automate, which triggers the action to create an invoice record when a sales order record is created.
     
    I hope this helps, but please let me know if you need anything else or if you have any other questions.
    thanks,
    Haig Liu

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